Funding the Future: The Power of a Financing Arm in your Practice

This presentation emphasized the value of integrating a financing arm into financial planning to enhance overall client outcomes. It focused on improving financial literacy, optimizing debt management, and increasing cash flow efficiency. With Canadians carrying $2.5 trillion in mortgage debt and 45% expressing concern over covering basic expenses, the need for innovative solutions was clear. The AYME (All Your Money Every Day) strategy was introduced as a way to reduce interest costs by using a line of credit like a chequing account, leading to improved cash flow. Case studies showcased powerful results, including one client saving $5,500 per month. The presentation reinforced the importance of a holistic approach that aligns debt management with broader investment strategies. As it turns out, including the liability side of your clients' life as a part of their financial plan, helps them to succeed faster!

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 1m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI- 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Funding the Future: The Power of a Financing Arm in your Practice
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Patrick Gill

For over 30 years Patrick has been a noteworthy sales executive and team leader in the Financial Industry. He has a proven track record of coaching and mentoring high performing sales teams and has shared this success as an institutional keynote speaker. A proponent for financial literacy, Patrick has spent much of his career educating Financial Advisors and Canadian families using creative and dependable planning strategies to eliminate debt and increase cash flow. In 2017 he was nominated to be a TEDx speaker for the University of Waterloo, giving back and providing invaluable and timeless advice to the next generation. In 2021 he co-founded and is currently the CEO of Guardian Mortgages. A brokerage specializing in strategic lending solutions catering to financial advisors and their clients. His belief and passion are rooted in human capital, and taking care of his employees and clients comes first. He loves spending time with his wife Sandra and three kids, Carly, Brendan, and Adelyn. In his spare time, you can find Patrick on the golf course or cooking a gourmet meal.